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Bennett Associates Wealth Management’s Union Pacific UNP Stock Holding History

Bennett Associates Wealth Management’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,525
Closed -$360K – 61
2025
Q3 		$360K Buy
1,525
+199
+15% +$44.9K 0.26% 35
2025
Q2 		$305K Buy
1,326
+24
+2% +$5.33K 0.23% 41
2025
Q1 		$308K Sell
1,302
-156
-11% -$37.6K 0.25% 37
2024
Q4 		$332K Sell
1,458
-58
-4% -$13.7K 0.28% 33
2024
Q3 		$374K Buy
+1,516
New +$368K 0.31% 34

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bennett Associates Wealth Management's UNP Position: Q4 2025 in Review

Bennett Associates Wealth Management sold out of Union Pacific (UNP) in Q4 2025, closing a stake of 1,525 shares — an estimated $360K sold.

Bennett Associates Wealth Management first reported a position in UNP in Q3 2024 and held it in 5 quarters. The position peaked at $374K in Q3 2024. 2,735 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

  • Bennett Associates Wealth Management reported no remaining Union Pacific position as of Q4 2025 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 1,525 Union Pacific shares in Q4 2025, an estimated $360K.
  • Bennett Associates Wealth Management first reported a position in Union Pacific in Q3 2024 and held it in 5 quarters.
  • Bennett Associates Wealth Management's Union Pacific position peaked at $374K in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Bennett Associates Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.